Remote Financial Guidance Specialist - Warm Leads Coaching

Lever, Inc.; Saint Charles (MO); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote sales-support specialist in the financial services space. You will work with warm leads, conduct structured conversations, and receive coaching while you ramp. No office is required, and you’ll be trained before performing independently.

You’ll join a team that values timely follow-up, professional video presence, and the ability to learn new tools quickly. High performers have a leadership track.

Qualifications

• On-time follow-up with clients.
• Professional video presence for virtual meetings.
• Ability to learn new tools quickly and adapt.

Responsibilities

• Engage with warm leads via remote conversations.
• Maintain timely follow-up and nurture opportunities.
• Represent the company professionally in video calls with clients.

Skills

Warm leads

Video presence

Fast learner

Client respect

Job description

Lever, Inc. is seeking a remote sales-support specialist in the financial services space. You will work with warm leads, conduct structured conversations, and receive coaching while you ramp. No office is required, and you’ll be trained before performing independently.

You’ll join a team that values timely follow-up, professional video presence, and the ability to learn new tools quickly. High performers have a leadership track.